Regent Peak Wealth Advisors LLC Salesforce, Inc. Transaction History

Regent Peak Wealth Advisors LLC

  • $509 Million
  • Q3 2025

A detailed history of Regent Peak Wealth Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 2,074 shares of CRM stock, worth $546,312. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,074
Previous 2,390 13.22%
Holding current value
$546,312
Previous $641,000 23.4%
% of portfolio
0.1%
Previous 0.15%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
SELL
$231.66 - $273.65 $73,204 - $86,473
-316 Reduced 13.22%
2,074 $491,000
Q1 2025

Apr 14, 2025
SELL
$268.36 - $359.95 $15,296 - $20,517
-57 Reduced 2.33%
2,390 $641,000
Q4 2024

Jan 07, 2025
BUY
$270.87 - $367.87 $22,753 - $30,901
84 Added 3.55%
2,447 $818,000
Q3 2024

Oct 16, 2024
BUY
$238.42 - $276.53 $22,888 - $26,546
96 Added 4.23%
2,363 $646,000
Q2 2024

Aug 14, 2024
SELL
$218.01 - $304.74 $3,052 - $4,266
-14 Reduced 0.61%
2,267 $582,000
Q1 2024

May 01, 2024
SELL
$251.12 - $316.88 $23,605 - $29,786
-94 Reduced 3.96%
2,281 $686,000
Q4 2023

Jan 23, 2024
SELL
$196.25 - $267.25 $1,177 - $1,603
-6 Reduced 0.25%
2,375 $624,000
Q3 2023

Nov 03, 2023
BUY
$202.49 - $234.37 $10,124 - $11,718
50 Added 2.15%
2,381 $482,000
Q2 2023

Jul 19, 2023
SELL
$188.89 - $223.38 $8,311 - $9,828
-44 Reduced 1.85%
2,331 $492,000
Q1 2023

Apr 24, 2023
BUY
$134.8 - $199.78 $58,772 - $87,104
436 Added 22.49%
2,375 $474,000
Q4 2022

Feb 08, 2023
SELL
$128.21 - $165.27 $14,744 - $19,006
-115 Reduced 5.6%
1,939 $257,000
Q3 2022

Nov 14, 2022
SELL
$143.84 - $191.27 $35,960 - $47,817
-250 Reduced 10.85%
2,054 $295,000
Q2 2022

Aug 11, 2022
BUY
$155.6 - $218.85 $31,120 - $43,770
200 Added 9.51%
2,304 $380,000
Q1 2022

May 03, 2022
BUY
$190.54 - $255.46 $3,429 - $4,598
18 Added 0.86%
2,104 $447,000
Q4 2021

Feb 11, 2022
BUY
$247.21 - $309.96 $54,880 - $68,811
222 Added 11.91%
2,086 $530,000
Q3 2021

Nov 08, 2021
SELL
$237.55 - $285.63 $1,187 - $1,428
-5 Reduced 0.27%
1,864 $506,000
Q2 2021

Aug 16, 2021
BUY
$210.54 - $246.26 $3,368 - $3,940
16 Added 0.86%
1,869 $452,000
Q1 2021

Apr 28, 2021
SELL
$205.33 - $248.59 $30,388 - $36,791
-148 Reduced 7.4%
1,853 $392,000
Q4 2020

Feb 12, 2021
BUY
$220.15 - $267.07 $70,888 - $85,996
322 Added 19.18%
2,001 $445,000
Q3 2020

Nov 04, 2020
BUY
$185.51 - $281.25 $29,681 - $45,000
160 Added 10.53%
1,679 $422,000
Q2 2020

Aug 05, 2020
SELL
$134.06 - $191.65 $10,054 - $14,373
-75 Reduced 4.71%
1,519 $285,000
Q1 2020

Apr 27, 2020
SELL
$124.3 - $193.36 $12,057 - $18,755
-97 Reduced 5.74%
1,594 $229,000
Q4 2019

Feb 14, 2020
BUY
$142.33 - $164.98 $240,680 - $278,981
1,691 New
1,691 $275,000

Others Institutions Holding CRM

# of Institutions
3,383
Shares Held
778M
Call Options Held
18.8M
Put Options Held
18.3M
View Full List

About Salesforce, Inc.

CRM Quotes by TradingView
  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $263B
  • Description
  • Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...
More about CRM
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